Evan Armstrong

Evan Armstrong is the lead writer at Every. He explores profit and power in technology in his column, Napkin Math.

Jan 16, 2025

God Is in the Bubbles

The politics of progress has a new manual

Jun 21, 2024

You Can’t Math Your Way to Success

Whether in art, startups, or parenting, you can only control so much

Jan 24, 2025

Why Is Jensen Huang $120 Billion Richer Than You?

Hint: Nvidia’s success is based on much more than chips

Jan 28, 2025

What Actually Matters (And What Doesn’t) For DeepSeek

Allow us to explain why your 401k is down

Feb 13, 2025

Does OpenAI’s Deep Research Put Me Out of a Job?

An investigation into a Sam Altman tweet

Feb 28, 2025

Playing ‘Civilization 7’ Is Like Being a Ruthless Corporate Consultant

Let’s talk about the tech world’s relationship with video games

Mar 20, 2025

Can the Startup Mindset Fix America?

Only if buttressed with smart policy, Ezra Klein and Derek Thompson argue in their new book, 'Abundance'

Apr 2, 2025

OpenAI Is a Once-in-a-lifetime Startup

This newest funding round means this company has either a trillion-dollar outcome—or nothing at all.

Apr 22, 2025

The Leverage

Where you can find my analysis going forward

Sep 23, 2021

Toast—a Vision of Software’s Future

Hints to why their shares popped 60% in their first day

Oct 7, 2021

The End of Software, Again

The impending doom of horizontal SaaS

Apr 21, 2022

Microsoft should buy Netflix

Netflix and Bill

May 5, 2022

The Empire Stripes Back

A $100B Bet on Two Brothers

Jun 16, 2022

Selective Optimism

People who promise high returns forever are liars

Jul 21, 2022

Crypto Has A Use Case

How Braintrust Used Tokens to Kickstart a Market

Aug 18, 2022

What is an Asset?

Plus a new course from Napkin Math!

Sep 22, 2022

The AI Writer

How tech is changing what it means to be an author

Oct 14, 2022

Who Wins the AI Value Chain?

It's A Brave New World

Dec 8, 2022

The Primary Trends I’m Investing In Next Year

China, boring AI, vertical SaaS, and Apple's power

Jan 5, 2023

It Is Always Time to Build

Interest rates do not equal innovation rates

Feb 2, 2023

AI Looks Like a Bubble

Investors need to take a cold shower

Feb 16, 2023

Bada Bing: Why Microsoft Wants Google to Dance

Surely nothing bad will happen with an AI hooked up to the internet

May 4, 2023

7 Reasons Media Is a No-Good, Horrible, Rotten Business That I Love Anyways

Plus a few things that bring me hope

Apr 22, 2021

Am I getting ripped off writing at Every?

Screenshots of my contract and the financial model I used to decide